Schedule Reports

To schedule the reports in the Reports Center, perform the following steps:

1. Go to Report Schedules. The Report Schedules page is displayed.

2. The Report Schedules page displays all report schedules with the following columns:

   

   1. Name: Indicates the name of the schedule.

   2. Owner: Indicates the owner of the schedule.

   3. Report Name: Lists the reports associated with the schedule. If there are multiple reports, a "+ X more" hover link will indicate additional associated reports.

   4. Status: Indicates the current execution status of the schedule, such as:

   5. Error: Indicates an issue occurred during the last run (marked in red).

   6. Never run: Indicates the schedule has not yet been executed (marked in gray).

   7. Completed: Indicates the schedule has completed successfully (marked in green).

   8. Active: Indicates the schedule is currently running (marked in blue).

   9. Last Run Date: Indicates the timestamp of the schedule's most recent execution.

   10. Recurrence: Indicates the schedule's recurrence pattern. For example, daily, weekly, and monthly.

   11. Actions: The three-dot menu provides the options for editing and deleting a schedule.

3. Click Create Schedule. The Create Schedule window is displayed.

4. On the General tab, provide the following details:

   

   1. Name: Enter a name for the event you want to schedule.

   2. Subject: Enter the email subject to be included if the schedule is shared with users or groups (required).

   3. Message: Enter a message to be appended to the email (optional).

   4. Enable Schedule: If you want the scheduled event to run, select Enable Schedule.

   5. Send Notifications: If you want to send notifications about the schedule to the users, enable Send Notifications.

   Click Continue. The Reports tab is displayed.

5. Click the Add Report box. The list of the available reports is displayed.

6. Select the required reports and click Apply > Continue.

   

7. The Schedule tab is displayed.

8. On the Schedule tab, provide the following details:

   

   • Frequency: Indicates how often the reports should be generated.

   • Start at: Indicates the exact time when the scheduled event or report should begin.

   • Repeat Every: Indicates the interval at which the event or report should recur.

   • Starting From: Indicates the date from which the schedule should commence.

   • Ends On: Indicates the date when the recurring schedule should stop.

   • No End Date: Indicates that the schedule will continue indefinitely without a specified end date.

     Note: The default time zone for a schedule is set to UTC. To change it to your preferred time zone, go to your Profile Page. For more information, see Update Profile.

9. Click Continue. The Users tab is displayed.

10. Click the Add Users box. The list of the available users is displayed.

    

11. Select the required users to whom you want to distribute the scheduled event results and click Save.